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HEICO Corp

733 hedge funds and large institutions have $11.8B invested in HEICO Corp in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 242 increasing their positions, 254 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

8% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 108

3% less funds holding

Funds holding: 754733 (-21)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.17B)

Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$65.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
551
Frank Rimerman Advisors
California
$226K
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$226K
OAM
553
Oxford Asset Management
United Kingdom
$225K
EWA
554
EverSource Wealth Advisors
Alabama
$225K
HIP
555
HUB Investment Partners
Texas
$223K
GT
556
Greenleaf Trust
Michigan
$222K
DCP
557
DSM Capital Partners
Florida
$221K
FAM
558
Frontier Asset Management
Wyoming
$219K
AA
559
Aire Advisors
California
$219K
WAP
560
Wealthcare Advisory Partners
Pennsylvania
$218K
GIA
561
GHP Investment Advisors
Colorado
$217K
FA
562
FDx Advisors
Illinois
$217K
AC
563
AlphaCore Capital
California
$215K
JCM
564
Jacobi Capital Management
Pennsylvania
$214K
IHL
565
Investment House LLC
California
$213K
KAS
566
KPP Advisory Services
Kentucky
$213K
MA
567
Montag & Associates
Georgia
$212K
AA
568
Auctus Advisors
North Carolina
$212K
EWA
569
Exencial Wealth Advisors
Oklahoma
$211K
NW
570
NewEdge Wealth
Pennsylvania
$205K
C
571
Certuity
Florida
$203K
RWM
572
Ritholtz Wealth Management
New York
$202K
HNB
573
Huntington National Bank
Ohio
$187K
AIM
574
Arcadia Investment Management
Michigan
$165K
CIAM
575
Caitong International Asset Management
Hong Kong
$154K